SD Order Generation

Use

This function automatically transfers all shipping documents and PBE documents up to a freely definable date (settlement date) to SD orders (customer-specific conditions are taken into account).

Prerequisites

You have entered all the shipping documents and PBE documents for the defined period of time. The settlement run that is triggered when you run the program ultimately ends a settlement period to such an extent that you can no longer create or change the affected shipping and PBE documents in retrospect (because the document status is changed).

  • The system does not generate SD order items for retirement documents. The system assigns a retirement status to retirement documents.

  • Only documents for which the activity type has been defined as relevant to settlement in Customizing are taken into account.

Features

ETM settlement makes all the necessary checks on recipient and equipment master data, including a check to determine whether the equipment activity type is also a settlement type. The system generates SD orders from shipping documents and PBE documents (taking the settlement calendar into account).

When you start the program, the system checks whether it is dealing with dependent or independent equipment and generates different batch jobs in the background according to this criterion.

Dependent equipment refers to equipment for which there can be both shipping documents and PBE documents for a recipient in the same period of time. (Equipment type is relevant to stock check.) Independent equipment refers to equipment for which there can only be shipping documents. (Equipment type is irrelevant to stock check).

Recommendation

You should perform an ETM Test Settlement Run and correct any outstanding errors before you start an update run.

Activities

Include all the documents in settlement or select the data you wish to include via the document number, ship-to party or company code.

You can distinguish between SD orders that are generated automatically and those that are created in dialog. The system assigns a number for each update settlement run that is generated automatically. This number is entered as the order number for the generated SD order. The order date is the date of the settlement run. For each item in the SD order, you can also find the original document and item numbers for the shipping document or PBE document.

Result

Generated SD orders.